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Portfolio (Quarterly) Guide ↗

BLUELINE ADVISORS LLC

· CIK 0002110066
13F Portfolio $129M AUM 217 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 58 Added 63 Reduced 4 Exited
Page 1 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VUG VANGUARD INDEX FDS 32,724.0 $14.3M 11.08% -213.0 -0.7% $436.79 -80.0%
2 SRLN SSGA ACTIVE ETF TR 150,481.0 $6.0M 4.68% -9K -5.6% $40.14 +0.9%
3 VCIT VANGUARD SCOTTSDALE FDS 59,142.0 $4.9M 3.79% -38K -39.1% $82.75 -0.7%
4 GOVT ISHARES TR 156,418.0 $3.6M 2.78% -67K -30.0% $22.91 -1.2%
5 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,605.0 $2.3M 1.82% -218.0 -5.7% $650.40 +14.2%
6 IWF ISHARES TR 4,950.0 $2.1M 1.64% -290.0 -5.5% $426.40 -70.8%
7 SHW SHERWIN WILLIAMS CO Basic Materials 3,736.0 $1.2M 0.93% -1K -28.5% $320.55 -4.0%
8 SCHC SCHWAB STRATEGIC TR 20,116.0 $940K 0.73% -565.0 -2.7% $46.74 +7.5%
9 SCHG SCHWAB STRATEGIC TR 18,659.0 $544K 0.42% -6K -24.8% $29.13 +17.7%
10 IWM ISHARES TR 1,753.0 $435K 0.34% -13.0 -0.7% $248.04 +13.9%
11 VIG VANGUARD SPECIALIZED FUNDS 1,838.0 $395K 0.31% -915.0 -33.2% $215.05 +7.4%
12 SCHH SCHWAB STRATEGIC TR 17,906.0 $385K 0.30% -91.0 -0.5% $21.49 +10.1%
13 FTSM FIRST TR EXCHANGE-TRADED FD 5,522.0 $331K 0.26% -440.0 -7.4% $59.85 +0.1%
14 AAPL APPLE INC Technology 1,301.0 $330K 0.26% -182.0 -12.3% $253.79 +20.2%
15 NEAR ISHARES U S ETF TR 5,182.0 $263K 0.20% -280.0 -5.1% $50.84 -0.3%
16 GLD SPDR GOLD TR Financial Services 599.0 $258K 0.20% -213.0 -26.2% $430.29 -3.1%
17 VGSH VANGUARD SCOTTSDALE FDS 3,457.0 $202K 0.16% -3K -42.8% $58.54 -0.5%
18 SHY ISHARES TR 2,450.0 $202K 0.16% -2K -43.2% $82.57 -0.5%
19 SCHV SCHWAB STRATEGIC TR 6,338.0 $193K 0.15% -92.0 -1.4% $30.50 +8.2%
20 VEA VANGUARD TAX-MANAGED FDS 2,838.0 $182K 0.14% -135.0 -4.5% $64.09 +10.3%
Page 1 of 4  ·  63 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 70.9%
Basic Materials 11.7%
Technology 6.2%
Utilities 3.6%
Real Estate 2.0%
Communication Services 1.7%
Healthcare 1.1%
Energy 0.9%
Industrials 0.7%
Consumer Cyclical 0.7%